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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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The Payments Podcast from Bottomline
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The Barefoot Innovation podcast, hosted by the Alliance for Innovative Regulation (AIR) CEO Jo Ann Barefoot, explores better solutions for financial consumers at the intersection of technology innovation and regulation.
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Welcome to the Guernsey Finance podcast page. Our podcasts bring you all the latest news and insight from Guernsey, the global finance specialist, as well as audio from some of our online events.
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Moody's Talks - Focus on Finance
Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson
Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service.
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Hey, we're Things Have Changed. We unpack stories about technology and the ever-changing digital economy. Specifically, the things that will matter in the coming years, and the things that have evolved from the past.
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Bookkeeping and business education company dedicated to helping online entrepreneurs create profitable and healthy businesses.
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More than just your typical market analysis podcast, EFGAM'S CIO Moz Afzal goes Beyond the benchmark, delving into current topics and global trends with guests and experts from within EFG and further afield. The podcast is released fortnightly.
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Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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Money Matters has been airing for over a decade, providing important money management education to the Houston community. Originally launching in 2013, the show has evolved to cover a wide range of financial topics beyond just budgeting and saving. From investing and retirement planning the show explores every aspect of personal finance. With an engaging interview format, host Christopher Hensley talks candidly with both financial experts and everyday community members about their experience ...
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Personal Finance Evolved: Growing Income, Managing Income and Expenses, Time Management and Productivity, Spiritual and Biblical Principles, Passion and Enthusiasm for Work
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• Debt-Free Living, Personal Finance • Business Owners • Authors/Writers/Content Creators • Mental Health Professionals, Health Care Professionals The Janine Bolon Show is a variety program focusing on saving you, the listener; money, time, knowledge and sanity as you move through your daily life. Janine brings well-known financial and business authors to the program to discuss their knowledge with you along with mental health professionals to assist you with time saving techniques and tips ...
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The world of crypto can sometimes seem really complex - and it can feel intimidating to dive into! Join us on The Crypto Explorer, a podcast by Sygnum, the World's first Digital Asset Bank. In short, snappy episodes with industry leaders and sector specialists, we take a dive into the different aspects of an exciting, emerging asset-class. This is Future Finance – and if you want to understand why it matters and where to begin, this podcast is for you.
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Listen to the NextWave Private Equity podcast series, where Bridget Walsh, EY Global Private Equity Leader, will speak with industry leaders to discuss emerging opportunities and industry trends shaping the global private equity landscape.
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The best sales leaders in the world are revealing their points of view, playbooks, and tried and true tactics...only on Reveal: The Revenue Intelligence Podcast. Join us each month as host Dana Feldman digs deep into the world of the sales leaders she admires and aspires to be from some of the largest and most prominent organizations. Whether you're a CRO or aspiring to be one, these conversations will help you lead teams well, surpass revenue goals, and stay ahead of industry trends. Dana F ...
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Money Evolved is a podcast that dives into the real world money issues that are relevant to consumers like you. Through a series of interviews with some of the most experienced professionals in the banking industry, we will provide you with the information you need to make smarter financial choices.
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Discover the keys to financial success with Dr. Latifat on the MoneyfitMD Podcast. Learn how to master your finances and create a life of wealth and fulfillment. Join a growing community dedicated to financial empowerment and transform your net worth from the inside out. Tune in to unlock your potential and start your journey to financial freedom and personal growth. This is your path to becoming financially empowered and living a truly rich life. Perfect for anyone looking to improve their ...
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Hosted by Aaron Johnson and Xhensila Pisha of the Structured Finance team, our new Securitization Spotlight podcast series brings you the insight you need to keep on top of corporate and consumer debt securitization markets. From the impact of an evolving regulatory landscape and the ongoing recovery from the pandemic, to the ongoing effects of lower-for-longer interest rates and investors’ growing focus on ESG considerations, Aaron, Xhen and their guests will deliver the analysis that matters.
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Brand new podcast series, #bmfSessions where we have conversations with unique guests from various walks of life to discuss all things business, marketing & finance. This show has it all. Strategies, tips, testimonials, struggles, heartache and successes in the wonderful world of Business, Marketing & Finance. Subscribe to understand the mindset, passions and obsessions for success - real people, real results.
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Welcome to GAIN Meets...the new podcast from GAIN, a UK charity on a mission to empower and educate the next generation of investment professionals . Join us as we explore the exciting world of investment management and introduce you to key investment concepts – no previous knowledge needed. In each episode, we sit down with industry experts to talk about a specific investment topic and take a quick tour of their career to date. So whether you're an aspiring student looking to pursue a caree ...
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Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.
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In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
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Welcome to FinTalk, the leading podcast in RegTech and FinTech. Join host Jawad Akhtar, a seasoned regulatory consultant with a passion for creating efficient solutions in the evolving world of finance. Get ready for insightful conversations with industry experts and collective wisdom from panel episodes, all packed with cutting-edge insights from VERMEG. Stay ahead of the game with discussions on hot topics, regulatory issues, and the future of finance. With over 20 years of trusted transfo ...
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Join us as we introduce Mueller dotKonnect the newest expansion of PKF Mueller's Client Advisory Services offerings. In this podcast, our goal is to provide key insights into optimizing your current accounting department as you grow.
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Welcome to Season 5 of "Cash Flow with Pam Prior" – your go-to guide for mastering business finance without the jargon. This season, we’re taking you on a journey to build Forward Press Media from the ground up, offering real-time insights and practical advice every entrepreneur needs. This Season’s Segments: News or Interview of the Week Pam kicks off each episode with the latest in finance and entrepreneurship, including expert interviews and industry insights. Beer Tasting Review and Beer ...
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MONEY MINDS BY MONÉ is a refreshing outlook on finances. A podcast where we unlock our thoughts and feelings about money and how it directly affects what we do with it. When you change your thoughts about money, you change how your money works for you. I am here to walk you through your mental journey to better finances! No need to feel bad here, no one is throwing stones. I am happy to educate you on what I have learned over the years and what has worked for me and countless others! Join me ...
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Welcome to the Mile Marker podcast where we dive into the world of digital transformation for fleets. We will bring you the insights, trends and best practices to keep your fleet-based business moving forward all brought to you by Ridecell.
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Evolve with Bronwyn Ison introduces and highlights successful entrepreneurs and leaders whose gateway to success ranges from careers in health, wellness, real estate, finance and more… Bronwyn’s interviews share impactful and real stories of leaders journeys. You can expect to laugh, cry, be educated and inspired by everyday people who have persevered and experienced much to reach their personal and professional success. Get ready to be inspired by their courageous stories. Bronwyn’s entrepr ...
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Explore a different way of thinking when it comes to entrepreneurship, business, finance you name it. Start learning The Art And Science of Turning Ideas Into Gold
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“Steer Your Career with Kadima” is a podcast hosted by Alan Stein, Founder and CEO of Kadima Careers. Kadima helps underrepresented, underestimated, and underpaid professionals land high-paying jobs at the world's best tech companies. Join Alan each week as he interviews amazing professionals in the tech industry and beyond. They'll talk about their career journeys and what they've learned, including some SYCK Tricks to help you accelerate your career. Kadima was founded by Alan Stein to add ...
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An award-winning podcast series by Greengage - embracing innovation and building trust in digital finance - designed to bring expert opinions on the latest tech trends and providing a measured approach to discussing key developments in the world of blockchain and digital assets.
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What are the most pressing matters facing global businesses? Berkeley Research Group picks the brains of BRG experts and other luminaries about the big issues of the day in finance, healthcare, security and other sectors. BRG is a leading global strategic advisory and expert consulting firm that provides independent advice and dispute consulting around the world to corporations, law firms, government agencies and financial institutions. For more, please visit ThinkBRG.com.
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Host James Ferreira breaks down everything insurance-related in Canada. From expert advice on coverages for all types of insurance needs to hot topics in the industry and related insurance markets including real estate, mortgages, finance, and automotive industries, and most importantly; special guest appearances, The Broker Breakdown will bring entertainment and education to the world of insurance.
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BQ Bizdom by Bloomberg|Quint Brand Studio - is an amalgamation of stimulating conversations which offer deep insights on topics ranging from business strategies to stay competitive and win through an avalanche of rapidly evolving business models, technology trends – cybersecurity, machine learning, artificial intelligence, personal finance to achieve financial goals and more. In the past two decades, there has been a paradigm shift in the way companies must operate and strategize in order to ...
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The Scaling Emerging Beauty podcast offers actionable insights and strategies to scale beauty brands from $0 to $20M, focusing on growth through retail opportunities. Join host Monique Benoit, a former merchant at Target and Anthropologie, as she talks with founders, retailers, and other experts to offer relevant tactics for brands in the trenches, and valuable content for the industry enthusiast.
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A Podcast focusing on the issues that affect business owners in Australia. From the latest tax changes, to finance and developments in employment law and HR, the Sky team bring you all the latest on the most topical issues that Australian business owners need to be across.
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Innovation Forum hosts a weekly podcast along with regular interviews with business leaders in sustainability. Each week, we summarise the latest sustainability news and announcements, and get the views of leading experts on business critical issues. Widely regarded as one of the best sustainability podcasts around, stay tuned for regular insights, debate and analysis.
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Blockchain Bylines is your gateway to understanding the dynamics shaping the future of crypto. In this official Blockchain.com podcast, we reflect on evolving narratives and perspectives through discussions with some of the industry's biggest names and pioneers; covering where we’ve been, where we’re at right now, as well as what we can expect moving forwards. Since 2011, Blockchain.com has been facilitating the adoption of cryptocurrency through its extensive suite of products, with 90m+ wa ...
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The LSEG Sustainable Growth Podcast tackles important issues which intersect sustainability and finance, hosted by Jane Goodland, LSEG’s Group Head of Sustainability. We talk about some of the biggest issues of our time – from climate transition and investment, green infrastructure to greenwashing, natural capital, carbon markets, financial inclusion, equality and inclusion and more! We hear from leading experts from Microsoft, ISSB, IIGCC, Blackrock, IFAD, Women's World Banking, Climate Imp ...
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The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way. CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians. The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.
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The KPI Cafe began as an endeavor to help automotive dealers understand the strategies, tactics, best practices, and nuances of digital marketing. It evolved into robust conversations with experts across the full spectrum of topics for automotive retail staff: leadership, finance, sales, SEO, SEM, social media, video, culture, and much more. You'll find a trove of actionable insights that can drive important -- and sometimes systemic -- change in how you approach the various aspects of your ...
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Marketing and Finance (MAF) Podcast
Roger Edwards interviews great people from Marketing and the world of Finance
What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: • How you can keep your Marketing strategy and communications simple • How you can grow your business ...
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What economic trends today will set the stage for the future? How will legislative actions impact student financial aid? What accounting policy or reporting changes are on the horizon? Navigating the business of higher education institutions requires knowledge about a variety of issues—from finance to campus security. In this podcast series, hear colleagues, experts, and industry leaders explore issues, provide best practices, offer solutions to new questions that may not have been asked bef ...
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Life is messy, live well anyway. I'll go first! We all live in the middle of our own type of messy, but that doesn't mean that we can't live well in the midst of it. In Live Well Anyway, MacKenzie Koppa takes you along as she does just that and shares from her own experiences as well as those of her guests. Listen in for a good dose of reality, information, and humor around the topics of wellness, beauty, style, planning, and life.
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In this educational podcast from the BWC, Nancy Jacklin, longtime BWC member and former US Executive Director of the IMF, sits down with experts for the benefit of non-experts interested in the Bretton Woods Institutions and other IFIs because of their educational pursuits, employment, or just their curiosity. In this way we hope to increase knowledge of, and support for the institutions - which is at the heart of our own mission. The series is will explain the origins of the various institu ...
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Andy Goldberg, President & CEO, PCH Media – A Winning Strategy: Leveraging data-driven insights to evolve and thrive in a shifting landscape
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Longevity in any business is something to celebrate, but when a media company can successfully evolve through several decades of seismic shifts, it's also a huge lesson in the art of pivoting. Today's guest has navigated through 41 years of change and his company has come through stronger than ever. We're sitting down with Andy Goldberg, CEO of PCH…
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Intern Insights: How GAIN’s Internship Programme Shaped Our Careers
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In this episode GAIN Programmes Director and COO, Laura Jones, sits down with two GAIN Empower Investment Internship alumni, Zoë Rhoades and Maeve Mulloy, to talk about their experience of the GAIN Empower Investment Internship Programme. Join us to hear about the application process, the support offered from GAIN, the work that Maeve & Zoë underto…
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Modernizing the finance tech stack: A conversation with Mercury's VP of Finance, Dan Kang
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Today's episode of the Tearsheet podcast features Dan Kang, VP of Finance at Mercury. He shares his insights on how the fintech company is reshaping corporate finance for tech founders. Kang has experience in private equity, Square, and Mercury. This background gives him a unique view of financial services for startups and positions the neobank nic…
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Guzel Lumpkin shares her remarkable journey from a small Russian village to becoming a CPA, CFO, and now CEO of EVLUV, an electric vehicle charging startup. From her early days as a CPA at Deloitte to navigating IPOs for tech giants, Guzel shares valuable lessons on leveraging financial acumen in the startup world. Her current venture into the EV c…
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Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time with John Mason
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John Mason is the President of Mason & Associates, an RIA based out of Virginia that oversees $370 million in assets under management for approximately 390 client households. What's unique about John, though, is how joining a firm that served the niche of Federal government employees allowed him to quickly accelerate his own learning curve and demo…
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Insider Fraud: Who’s Playing Hide and Seek with Your Money?
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Despite advances in threat detection, uncovering insider fraud threats continues to be a challenge for banks and businesses. Undetected, insider threats often result in financial, reputational, and operational damage. In this episode, Nick Griffin discusses the tough task behind identifying and addressing malicious individuals within organizations.…
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Episode 250: Breaking Free from Financial Fears: An Immigrant Physician's Journey with Dr Mireya
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Send us a text Join Me as I chat with the amazing Dr Mireya Samaniego, a badass woman physician who overcame financial challenges and built a thriving wealth strategy. In this episode, Dr. Mireya shares her inspiring story of growing up in poverty, navigating medical school debt, and ultimately achieving financial freedom. Discover how she overcame…
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Monday briefing – How to break silos for scope 3 emissions reduction
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This week: Ian Welsh talks with Innovation Forum’s Hannah Oborne about this year’s scope 3 innovation forum USA (in Washington DC, 3rd-4th December), which will focus on how business transformation, supply chain innovation and low-carbon solutions can deliver scope 3 reduction on the road to net zero. Click here for information on how to get involv…
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Storytelling That Sells: How to Build a Product Everyone Wants to Share - with Selim Benayat, Bento
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Send us a text In this episode of Things Have Changed Podcast, we sit down with Sélim Benayat, co-founder of Bento and now Director of Product at Linktree, to explore the shifting landscape of the creator economy and how Bento is helping creators showcase their work in a whole new way. Sélim shares the story behind Bento’s creation, their journey t…
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How Leaders at UC Irvine Harnessed Momentum from the Pandemic to Rethink Work
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In 2021, human resources leaders at the University of California, Irvine leveraged changing ideas about the nature of work to introduce “Work Reimagined,” a program designed to retain the institution’s culture and community and deliver on its mission while building a human-centric work experience that allows for increased flexibility where and when…
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S5E7:Hoppy Bunny | Is Your Phone Spying On You? | From Paperwork to Partnerships, Making It official
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Alright, listen up! 🎙️ In this episode, Pam Prior and Francis Plata are breaking down the hassle-free way to form your LLC and whip your business documents into shape. No more sweating over paperwork – just smooth sailing from setup to that oh-so-satisfying moment when you’ve got your pro binder in hand. Need help dodging legal fees and paperwork h…
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Compound Influence #2: Ron "The Analyst's Analyst" Shevlin
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Welcome to Compound Influence, the podcast that dissects the power players shaping the financial services industry. I'm your host, Tearsheet's Zack Miller, joined by my insightful co-host, Josh Liggett.In today's episode, we're diving deep into the world of financial analysis and influence, focusing on a figure who's been making waves in a unique w…
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S8 Ep193: Season 10 Kick-off and Favorites with Katie & MacKenzie
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In this episode MacKenzie and Katie say hello to season 10 of podcasting and share some of their recent favorites. LINKS MENTIONED Armra Colostrum PatchAid Vit C and D+K2 Zinc Spray Mini Fridge for Coffee Bar Portable water heating kettle Twinkle lights with timer Mind Body Green Creatine, Fiber, & Collagen Unisom Primally Pure Deodorant Katie’s In…
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Money Matters Episode 321- Outsmarting The Money Magicians W/ Chris Manske
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In Episode 321 of Money Matters, host Christopher Hensley is joined by Christopher Manske, founder of Manske Wealth Management. Christopher, a former U.S. Army captain and Merrill Lynch financial trainer, brings his extensive knowledge to the conversation, sharing key strategies for building wealth through disciplined saving. He emphasizes the impo…
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Weekly podcast – How to scale regenerative agriculture with the right data
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This week: Shai Sela and Jonathan Sullivan from agriculture sector data solutions business Agmatix talk with Ian Welsh about the future of regenerative agriculture, the challenges and opportunities it presents. They discuss the new data-driven RegenIQ framework for promoting sustainable farming practices. Plus: NGOs challenge EU climate targets in …
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Cross-Chain Revolution: Inside GASP’s Vision for Decentralized Finance with Gleb Urvanov
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In this episode we sit down with Gleb Urvanov, co-founder and tech lead of GASP, to explore the future of decentralized finance (DeFi). We cover GASP's innovative cross-chain decentralized exchange (DEX) designed for gas-free, secure, and fast transactions across multiple blockchains. Gleb shares insights on the challenges of traditional DeFi, the …
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EP 103: Central Banks plot a course through a decreased inflation environment | 29th August 2024
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As inflation across the globe falls back closer to Central Bank target levels, Central Bankers face a new question: how quickly and how deeply should interest rates be cut? EFG's Chief Economist Stefan Gerlach joins Moz to help understand how different Central Banks are plotting this course. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest, St…
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Ep 111: Mastering Decision-Making for Long-Term Career Success with Casey Dai
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Is your education truly preparing you for the complexities of the modern workplace? Join Alan as he explores career development and decision-making with Casey Dai, founder of Expanded Skills. They discuss the limitations of traditional education in equipping professionals for real-world challenges, the importance of developing critical thinking ski…
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From deforestation to regeneration: navigating sustainable land use approaches
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Matthew Spencer, global director of landscapes at IDH, talks with Innovation Forum’s Toby Webb about implementing landscape and jurisdictional approaches for sustainable land management. They share practical insights on stakeholder engagement, overcoming political challenges and scaling successful landscape models, using real-world examples from Ke…
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Global reinsurance outlook turns positive on favorable risk/return dynamics
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Strong prices, tight policy terms and higher investment yields drive a positive outlook for the global reinsurance sector. Speaker: Brandan Holmes, VP – Senior Credit Officer, Moody’s Ratings Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings Related Research: Reinsurance – Global: Outlook shifts to positive as improvement in risk/r…
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Larry Connor, Managing Partner, The Connor Group (Part 2 of 2) – Leaping Into the Unknown: The power of taking unconventional risks in business and beyond
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Breaking away from the norm will always attract skepticism, especially from industry veterans. But these risks often lead to the most significant rewards. Our guest today has not only challenged the status quo in business but did so with fearless commitment and a willingness to be the newcomer in any field. In this episode, we're diving into part t…
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Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard
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Zack Hubbard is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based out of Maryland that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets. Zack and his firm have developed a financial wellness off…
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E 507: Retail Insights: Consumers, Shopping Behavior & Trends
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In this conversation, Monique chats with Zach Stewart to discuss category insights and retail trends. Zach Stewart is a Category Insights Manager at The Emerson Group. Zach gives us insights into the shopping habits of different generations, the evolving role of retailers, and the balance between DTC and physical stores. He emphasizes understanding…
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Episode 249: Passive Income Investing Pitfalls to avoid - With Whitney Elkins-Hutten
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Send us a text In this episode of MoneyfitMD Podcast, Dr. Latifat chats with renowned investor Whitney Elkins-Hutten about the common mistakes people make when trying to earn passive income. Whitney shares simple strategies to avoid these mistakes and explains how to build a strong passive income portfolio. Key Points: Understanding Common Mistakes…
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Evolving tech preferences among community banks: Craft Bank’s tech & growth with CEO Ross Mynatt
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Hey, I'm Tearsheet's Sara Khairi. For my very first episode, I decided to step outside the frenetic pace of the Big Apple and dive into the lesser-known banking scene in other states. Community banks have weathered a storm of challenges in recent years, including macroeconomic pressures and the uncertainty following three regional bank failures in …
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Global venture capital trends with Seonaid Mackenzie
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In this episode, we are joined by the Founder of Sturgeon Ventures LLP, Seonaid Mackenzie. Seonaid discusses the rise of venture capital (VC) in recent years and identifies - and subsequently analyses - the trends in the VC market. Follow Seonaid on LinkedIn Follow Guernsey Finance on LinkedIn Follow Guernsey Finance on Instagram Follow Guernsey Fi…
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Transforming Mobility – The Future of Software-Defined Vehicles and Fleet Management (Partha Goswami)
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In this episode of Mile Marker, we welcome Partha Goswami, a strategist and futurist specializing in emerging technology and disruption in the mobility industry. Partha analyzes automotive trends, explores the startup ecosystem, and discusses the transformation of vehicles into software-defined platforms. We dive into the significant trends shaping…
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The evolving role of Chief Data Officers and Generative AI in financial services
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Welcome to the Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I’m Tearsheet’s editor in chief, Zack Miller.In today's episode, we explore what it takes to build world-class data governance in financial services. Our guests are Jay Como, the global he…
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Weekly podcast — What’s stopping apparel brands to decarbonise?
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This week: Krishna Manda, vice president of a sustainable cellulose manufacturer Lenzing, talks with Innovation Forum’s Ian Welsh about challenges in meeting corporate climate targets and strategies for decarbonisation in the apparel sector. They discuss progress so far, the importance of risk sharing between brands and suppliers, and context-speci…
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S5E6: Strategic Advisors vs. Coaches | Understanding Neurodivergence With Doctor Angela Lauria
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33:36
Just had a great talk with my friend Angela Lauria, founder of Difference Press and host of The Autistic Culture Podcast. We discussed the key difference between strategic advisory and coaching. Angela made it clear: strategic advisory brings real results, especially in a crisis, while coaching often falls short. She also shared insights on how neu…
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What effective stakeholder engagement looks like
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Innovation Forum’s Tanya Richard and Ian Welsh talk about best practices to engage with stakeholders. They discuss the growing need for transparency and authenticity to build trust among stakeholders, and to bring in critical voices to co-create solutions that incorporate various perspectives and geographies across their supply chain.…
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Money Matters Episode 320- Gen X Guide to Early Retirement W/ Dalene Higgins
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54:55
In this episode of the Money Matters Podcast, we sit down with Dalene Higgins, founder of Elevate Finances and host of the Wealthy After 40 podcast, to explore her journey to financial independence and early retirement at age 50. Dalene shares actionable insights on budgeting, debt management, and overcoming financial hurdles, especially for Gen Xe…
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S8 Ep192: Ireland Trip Update with Katie Duckett
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*Affiliate links and sponsors are included in this post. Thank you for your support! SHOW NOTES In this episode MacKenzie and Katie talk about Katie’s recent trip to Ireland. Katie gives an update on how her packing worked out on her trip (you can listen to her packing episode here). She walks us through the Irish countryside on all her adventures …
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The Evolving Impact of Fintechs: FTA CEO Penny Lee
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Penny Lee, President & CEO of the Financial Technology Association (FTA), discusses how fintechs are trying to change financial services, their evolving relationships with traditional institutions, and new challenges and opportunities.Door Jo Ann Barefoot
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Muni loans and bonds at the cutting edge of financial technology
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We talk to Alphaledger co-founder and CEO Manish Dutta about his firm’s quest to rebuild the fixed income market’s financial infrastructure, using blockchain. Speakers: Manish Dutta, co-founder and CEO, Alphaledger; Gregory Sobel, AVP-Analyst, Moody’s Ratings Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings Related Research: Local…
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Larry Connor, Managing Partner, The Connor Group (Part 1 of 2) – Daring to Be Different: Disrupting industries through radical strategies
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23:00
Hiring top talent is a proven game plan for any business, but there’s untapped power in taking risks—especially on professionals with unconventional, strategic backgrounds that keep your company fresh and forward-thinking. Today’s guest is no stranger to risks of any kind. He took that leap with his company, and it's been thriving for over 30 years…
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The Evolving Role of Sales and Marketing in Asset Management
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In this episode, GAIN trustee Rahul Moodgal sits down with Georgina Witter, UK Institutional & Intermediary Sales Associate at Brown Advisory, to explore the exciting world of sales and marketing within asset management. We kick things off with a whistlestop tour of Georgina's career journey, from her early days to landing her current role. She sha…
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The Janine Bolon Show S7 Episode 4 with guests Ocean Baker & Deborah Drummond
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21:44
Welcome to The Janine Bolon Show, where we mix a little bit of zany with a whole lot of inspiration! Buckle up, because today, we've got a double dose of awesome with our guests Deborah Drummond and her super-talented son, Ocean Baker! Ocean is the mastermind behind Natsukashii Ink Inc. He's a streetwear designer and artist who took his love for fa…
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The Janine Bolon Show S7 Episode 3 with guest Jason Analek
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Janine's guest is Jason Antalek, professionally known as Akashaman, is the Managing Director of The Los Angeles Speakers Bureau and the Producer and Co-Host of The Abundant Soul Conference. With over 25 years of experience in the speaking and media industries, Jason stands out as a beacon of transformative personal and business guidance. Links: Lin…
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Isaac Heller and guest Blake Oliver dive deep into the world of AI in accounting, examining recent VC investments and emerging trends. They discuss the potential for AI to augment and automate various accounting tasks, from bookkeeping to auditing, while exploring the challenges of implementation and data management. The conversation also touches o…
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How FIs can ride the AI wave and build for a fragile customer with Suzy’s CEO Matt Britton
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This conversation with Suzy’s Matt Britton really rose above the noise and allowed me to look at the financial services industry as an interconnected whole, as a mechanism that is alive and complex. It's the kind of perspective you can lose when you report on niche developments day in and out. In this podcast, Britton takes us on a step by step ins…
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Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien
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Mark Tibergien is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and a longtime practice management consultant and thought leader in the financial advisory industry. Over his 50-year career in financial services, Mark has witnessed the evolution of the financial advice industry and has actively defined …
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Episode 248: How to Evolve without burning out- with Dr Funke.
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Send us a text Join me on the MoneyfitMD podcast as I chat with Dr. Funke Alabi Brown, a physician and entrepreneur. In this episode, Dr. Funke shares her journey of leaving academia to pursue her own practice, Restful Sleep MD. Discover how she overcame self-doubt, navigated financial challenges, and built a thriving business while maintaining a h…
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The Changing Role of the CIO in Finance
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In this episode, we interview Darrell Riekena from Bottomline about the transformation of the Chief Information Officer (CIO) role. We discuss how it has evolved to encompass a mix of C-Suite responsibilities, focusing on data and systems. Topics include the timeline for digital transformation 2.0, the impact of the Artificial Intelligence (AI) buz…
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Weekly podcast — How to unlock agricultural finance
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This week: Laura Satkowski, senior product manager at CIBO Technologies, talks with Innovation Forum’s Ian Welsh about some of the challenges for growers accessing finance — from public and private sectors — to enable more sustainable and regenerative agriculture practices. Plus: US shifts to support plastic production limits in global treaty; UK s…
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Moody’s insurance conferences throw spotlight on interest rates, inflation
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Cyber and climate risk are also high on the agenda at Moody’s summer 2024 insurance conferences in New York and London. Speakers: Audio excerpts from Sarah Williams, Chief Risk Officer, Guardian Life; Brandan Holmes, VP Senior Credit Officer FIG, Moody’s Ratings; Heather Lavallee, CEO, Voya; Joe Brandon, CEO, Allegheny; Sarah Hibler, Associate Mana…
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